slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 5,821-5,850
Pages 2,605
Rows per page 30
Component
5,821-5,850 of 78,129
12
Includes three distinct charts and three qualitative testimonials from industry participants.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
40
The slide uses a combination of proprietary survey charts and direct quotes to build a bearish thesis on Align Technology.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits
71
The slide uses a 'villain' narrative framing (breaking the law, endangering lives) to contrast with financial performance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory3 hits
34
The slide uses red bars to highlight Canadian Tire's underperformance relative to peers.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
12
The slide uses red stars to indicate the timing of Spruce Point's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)3 hits
56
Uses red arrows to highlight the gap between guidance and actuals; uses a yellow callout box to link the capex behavior to the FCF/OCF outcome.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 3 hits
57
The slide uses red stars to mark the timing of the activist's short calls relative to margin performance.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller 3 hits
90
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from fundamental performance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction3 hits
132
The slide uses a red horizontal line to denote the historical average for each valuation metric.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction3 hits
88
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from historical performance.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
07
Uses red dashed lines to visually connect the decline in sales to the negative growth metrics and the contrast with the growing market.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
29
Uses red boxes and arrows to highlight negative trends in contrast to the overall market growth.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle3 hits
30
The slide uses red bars to highlight the final data point in each series, coinciding with the timing of the Spruce Point short call (marked by a star).Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
71
The slide uses a 'before-after' style comparison of current vs historical valuation metrics.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory3 hits
17
Includes three charts: stock price history, EV/Sales valuation, and EV/Adj. EBITDA valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)3 hits
25
Uses a 'villain' narrative structure to highlight Verint's competitive disadvantage.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)3 hits
105
The slide uses three charts to show stock price, EV/Sales, and EV/EBITDA trends relative to historical averages.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory (Short Thesis)Loop · Cost Of Inaction3 hits
11
Uses a combination of market share data and stock valuation charts to argue for a valuation contraction.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 3 hits
51
The slide uses a 'before-after' style comparison of market sizing assumptions to argue that the TAM is overstated.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller 3 hits
31
Uses a scatter plot and two bar charts to highlight the discrepancy between Carvana's targets and peer performance.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle3 hits
01
The slide uses a 'dashboard' metaphor to present critical financial warnings and questionable accounting practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook3 hits
10
The slide uses a comparison of standard deviations to highlight the anomaly in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment3 hits
20
Uses analyst call quotes and regional revenue growth charts to highlight volatility.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
38
Includes a red arrow annotation highlighting the jump in FY 2018 European assets.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The Struggle3 hits
75
The slide uses three line charts to compare reported vs. adjusted margins, suggesting accounting manipulation to meet analyst expectations.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 3 hits
09
The slide uses a combination of a bar chart for debt maturity, a pie chart for debt structure, and a line chart for interest rate trends to build a case for financial risk.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem3 hits
33
The slide uses a combination of historical debt analysis and peer benchmarking to highlight financial mismanagement.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller 3 hits
50
The slide uses a table to show current valuation premiums and line charts to show historical multiple expansion.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution3 hits
52
Includes a bubble chart comparing EBITDA vs Gross Margin and two bar charts for P/E and EV/EBITDA multiples.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Solution3 hits
58
The slide uses a blue line for the metric and an orange line for the historical average.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Resolution3 hits